<< Back to eLearning Library Untitled Document What You’ll Learn: What needs to be done before closing the General Ledger year Steps to complete a General Ledger Year-End Close Year-End Reports Year-End Final Closeout General Ledger: Unit 7, Part 2: Year-End1 Lecture • 16 min Module Introduction Objectives Year-End Process New Fiscal Year Setup Preliminary […]
<< Back to eLearning Library Untitled Document What You’ll Learn: The different Order Entry Screens and Tabs Screen Options How to Process a basic sale for an on-account customer How to Recall an order Processing a Basic Sale for an On-Account Customer1 Lecture • 13 min Module Introduction Objectives Accessing Order Entry Entering the Item […]
<< Back to eLearning Library Untitled Document What You’ll Learn: Order Inquiry Options Drill-down Options to View Additional Details Recalling an Order or Quote Order Inquiry1 Lecture • 12 min Module Introduction Objectives Populating the Order Inquiry Changing Filters Order Inquiry Scenarios Additional Scenarios Summary Knowledge Assessment
<< Back to eLearning Library Untitled Document What You’ll Learn: How to Add an Order Message How to Add an Item Message Defined Messages vs. Manually-entered Messages Where the Messages Print Messages1 Lecture • 8 min Module Introduction Objectives Add a Message to an Order Add a Message to an Item Edit or Delete a […]
<< Back to eLearning Library Untitled Document What You’ll Learn: The Tender Screen Release Codes Paying with Cash Paying with a Check Paying with Credit Card More Than one Tender for a Transaction Taking Payments1 Lecture • 11 min Module Introduction Objectives Using the Tender Screen Paying with Cash Paying with a Check Paying with […]
<< Back to eLearning Library Untitled Document What You’ll Learn: Entering a Quote Maintaining or Modifying a Quote Printing a Quote Emailing a Quote Canceling a Quote Creating a Quote for a Customer Without an Account Quotes1 Lecture • 14 min Module Introduction Objectives Entering a Quote Maintaining a Quote Printing a Quote Emailing a […]
<< Back to eLearning Library Untitled Document What You’ll Learn: Reprinting a Pick Ticket by Ticket Number Reprinting all Pick Tickets by Order Number Quotes1 Lecture • 6 min Module Introduction Objectives Reprinting a Pick Ticket Reprinting a Range of Tickets Print Pick Tickets by Order Number Summary Knowledge Assessment
<< Back to eLearning Library Untitled Document What You’ll Learn: Copy an Order for a Customer Copy Order Options Quotes1 Lecture • 6 min Module Introduction Objectives Copying an Order Create an Order Summary Knowledge Assessment
<< Back to eLearning Library Untitled Document What You’ll Learn: Reprinting Invoices Emailing Invoices Quotes1 Lecture • 8 min Module Introduction Objectives Reprinting an Invoice Print a Range of Invoices by Invoice Number Creating Copies for a Specific Month for a Customer Accessing the Document Center Emailing Invoices Summary Knowledge Assessment
<< Back to eLearning Library Untitled Document What You’ll Learn: Return an Item to Stock Return a Damaged Item Return a Warranty Item Return a Core Item Quotes1 Lecture • 12 min Module Introduction Objectives Returns in the DX+ System Return an Item to Stock Return a Damaged Item Return a Warranty Item Return a […]
